Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small business owners. While there is no shortage of robust CRM (customer relationship ...

One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

7 Essential CRM Tips and Tricks to Boost Sales Productivity Your email has been sent Discover powerful CRM tips to enhance sales productivity, streamline processes, improve customer relationships, and ...

Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

Today’s sales landscape is more competitive than ever, and sales professionals need every advantage to get ahead of the competition. Amidst the myriad strategies that sales professionals have employed ...

Our in-depth research shows Zoho CRM is the best CRM for sales, as it offers an extremely impressive range of features while undercutting its competition on price. There are other great options when ...

Although originally a project management suite, Monday offers a user-friendly platform that excels in customization, usability, and integrations. Its intuitive interface and comprehensive capabilities ...

It’s no secret time management is one of the highest requirements for succeeding in sales. But a new study of more than 720 reps (including in-depth interviews with more than a dozen) proves what we ...